Client onboarding: folder, record and team alert, automatically

The client fills in a form — the scenario creates their folder in Google Drive, opens a record in Stackby and alerts the team in exolve.

  • Kicks off straight from the client's form
  • Creates a personal folder in Google Drive
  • Opens a client record in Stackby
  • Alerts the team in exolve
Webhook
Set it up for yourselfScriptera

How it works

To get Google Drive notifications in Stackby, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: Webhook
  2. Then: Extract Client Fields
  3. Then: Create folder
  4. Then: Edit Fields1
  5. Check: Merge
  6. Then: Create a database page
  7. Then: Send a message

You can launch this Google Drive + Stackby integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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